Hello,
I set up a stardard filter on Account page, lets say I want to filter all accounts starting with "A".
Is there any way that I can read/access this filter from a business process, so I can know which accounts were selected by that filter?
Thank you,
Cristian Galatan.
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Dear Cristian,
Unfortunately it will be difficult to read this filter since it is stored as an encrypted value in the section for which this filter was created. There is more elegant and easy way to achieve a target: you can create a dynamic folder and specify filtering conditions for it and then read this folder from AccountFolder table in the database (http://prntscr.com/mzgcjp) and after that perform operations on this folder.
Best regards,
Oscar
Oscar Dylan,
Hey Oscar,
Thank you for your answer. Indeed using a dynamic folder is more elegant and I've seen that I can read that folder from a business process. The question that remains is how can I get the list of the accounts that this filter is referring too?
This table/entity has a field "search data" which is a binary one. I guess that is an encrypted value such as the standard filter is using too.
Thank you.
Cristian Galatan,
Yes this is data that stores filtering conditions, but it will be very hard to use it and that's why I suggest using business process for these proposes.
Best regards,
Oscar
I will use a business process for sure. But still, how can I know the list of the accounts that are filtered by this folder?
Cristian Galatan,
This is task for programming. I think, you can take sample from bpm'online marketing (adding group of contacts to Bulk Email audience)
We have used similar methods to get list of contacts
